RETIREMENT GUYS FORMULA LLC
PensionPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1933059
MAUMEE, OH
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,762,721
+$53,545 QoQ
Shares Held
6,730
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,762,721 | 6,730 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,709,176 | 6,626 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,514,237 | 5,955 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,458,137 | 6,153 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,381,280 | 6,229 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $630,735 | 2,625 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $339,684 | 1,432 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $376,119 | 1,725 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $343,113 | 1,501 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $211,836 | 993 | Shares | Sole | 2024-01-22 | |
| 2022-09-30 | $409,328 | 2,395 | Shares | Sole | 2022-12-16 | |
| 2022-06-30 | $431,996 | 2,453 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $707,691 | 3,330 | Shares | Other | 2022-07-18 | |
| 2021-12-31 | $1,253,224 | 5,545 | Shares | Other | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||